Basically what we already heard:
The lack of stock – especially early on – ultimately boils down to two things. First, the demand for Switch was higher than expected. Second was that Nintendo has been dealing with supply shortages of components.
"I’m going to make millions of these units to flow into the marketplace. But what I don’t know is what the demand is going to be. And there is a potential that demand is going to outstrip supply.
Certainly the demand is there and the supply chain is there. Can we do more? It depends on our ability to make more. We don’t want to have a consumer disappointed by not being able to get one for the holiday season. But managing that complex supply chain is a challenge.
There is not one choke point, there are multiple choke points. I won’t go into any more detail but it’s not just one component."
